Fee-only adviser · Westerville, OH
Polaris Financial Partners, LLC
Polaris Financial Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Westerville, Ohio. On its latest Form ADV, filed April 8, 2026, it reports $226M in regulatory assets under management, 143 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 299258 · SEC file 801-132733 |
| Office | 470 Olde Worthington Road Suite 450 Westerville, OH 43082 |
| Phone | (614) 901-3400 |
| Website | polarisfinancial.net |
| Regulatory assets under management | $226M |
| Individual clients | 75 non-high-net-worth, 68 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Westerville
- Wealthbridge Capital Management, LLC $710M
- Yarger Wealth Strategies, LLC $530M
- Elevation Financial Partners, LLC $59M
- Shaffer Capital $211M
- FC Wealth Solutions LLC $101M
See all 6 fee-only advisers in Westerville →
Nearby
- Lewis Center 1 firm
- New Albany 6 firms
- Worthington 1 firm
- Powell 3 firms
- Columbus 47 firms
- Dublin 21 firms
- Upper Arlington 4 firms
- Bexley 1 firm
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